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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,712 | $106,005-79.5% | $92,239-76.5% | $147,585-85.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.64% | 50.05%-27.4pp | 176.29%-153.6pp | 578.58%-555.9pp |
| Employer contribution / active EE | $2,500 | $4,333-42.3% | $3,680-32.1% | $4,876-48.7% |
| Participant deferral / active EE | $5,000 | $4,478+11.7% | $3,897+28.3% | $5,439-8.1% |
| Admin fee / account holder | $931 | $6,333-85.3% | $5,194-82.1% | $10,886-91.4% |